+19.8%
VCIT vs KMX
-13.7%
+33.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.5% | -2.3% | +1.8% | -0.4% |
| 30D | +1.5% | +6.3% | -4.8% | +1.3% |
| 3M | -1.0% | -7.4% | +6.4% | -0.8% |
| 6M | -1.7% | +37.9% | -39.6% | -2.7% |
| YTD | -1.4% | +39.5% | -40.8% | -2.7% |
| 1Y | -0.9% | +57.9% | -58.8% | -2.7% |
| All | +19.8% | -13.7% | +33.5% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KMX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling